Rothschild Investment LLC’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16.8K Buy
2025
Q1
$12.4K Buy
2024
Q4
$9.6K Buy
2024
Q3
$5.73K Buy
2024
Q2
$3.02K Buy
2024
Q1
$816 Buy